The Deals Tab shows all open, delivered, and dead deals that are associated with the customer!

The Open Deals are displayed at the top of the Deals Tab under the Open Deals Section.

When more than one open deal exists for a customer, the open deal with a green dot in the center of the circle in the upper right is the deal displayed in the Open Tab.

Customers can have up to three open deals at one time.

The Delivered Deal cards display all of the following information:

By clicking on a delivered deal, you will open the Delivered Deal card. This is what that looks like:

The Summary Tab displays detailed vehicle information. It includes:

Users with the permission to Modify Source can update the deal source type and description by clicking the pencil icon next to the source listed.

The Details section displays the buyer, co-buyer, and users associated with the deal!

For DMS integrated stores to update the sales people on a delivered deal, the deal must be updated in the DMS and the Resync Deal action button must be clicked.

For non-DMS integrated stores, the sales people on a delivered deal can be updated directly in the CRM.

Manual changes for BDC and Closer users are available for both DMS integrated and non-DMS integrated stores.

The Dead Deals section of the Deals Tab displays deals that were marked dead, either by the system or by the user. To view the dead deals, click the work 'Show' in green (circled in red below)!

By clicking on a dead deal, you will open the Dead Deal Card. Users who have the correct permissions can:

Deals can be rescued within 30 days of being marked dead!